advice on estate planning and wealth transfer strategies to individuals,... couples, and business owners. - Review and customize legal documents related to trusts and estates, such as wills, trusts, powers of attorney, and trust transfer documentation. - Oversee the administration... of trusts...
offers a supportive environment, a reasonable workload, and the opportunity to contribute to a thriving small with clients and collaborate with the legal team to manage cases from start to expert advice on estate planning and wealth transf...
The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.
Senior Wealth Strategist The candidate will... consult with high net worth clients regarding their wealth management needs with particular... attention to topics such as trust and estate planning, risk management and insurance planning, transfer tax and post-mortem planning,... charitable planning, business succession planning, and asset protection planning. Will partner closely with internal client relationship owners in order to provide educational support for client questions and... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Trust Administration Paralegal The candidate must have 5+ years paralegal experience in Trust Administration, An ABA Recognized Paralegal Certificate, Experience marshalling, organizing and analyzing asset information; valuating assets and strategizing allocation to subtrusts, Experience preparing inventories, asset allocation agreements, asset transfer documents, and Judicial Council... forms, Experience researching and drafting grant deeds, trust transfer deeds, and supportin... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Estate Planning Paralegal The candidate will enter all data into Wealth Counsel timely and accurately.... Prepare Trust Transfer Deeds and all corresponding... forms. File deeds and corresponding forms with county. Review final documents to ensure all names, dates and spellings are correct and formatting is correct so that the final binder is presented to the attorney for review and to client for signature free of errors. Should have 5+ years of experience in Estate Plan drafting.... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Paralegal Supervisor The candidate will enter all data into Wealth Counsel timely and accurately.... Prepare Trust Transfer Deeds and all corresponding... forms. File deeds and corresponding forms with the county. Review final documents to ensure all names, dates, and spellings are correct and formatting is correct so that the final binder is presented to the attorney for review and to the client for signature free of errors. Should have 5+ years of experience in Estate Plan draft... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Senior Advisory Specialist (LO) I The candidate applies deep knowledge and skills in the area of trust and estate matters, investment management, wealth transition, and financial planning... to serve high net worth clients with complex planning needs. May partner with a Relationship Manager or act as Relationship Manager in serving clients. Contributes to growth of the specialty wealth management business by participating... in and initiating new client acquisition through leverag... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Senior Wealth Planning Strategist The candidate... plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of generally above $10mm net worth into Wealth Management. Develops new clients... and drives fee based engagements jointly with internal partners as well as individually with external sources. Partners with relationship managers during the consultative process with clients and prospects... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Senior Wealth Planning Strategist The candidate... plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of generally above $10mm net worth into Wealth Management. Develops new clients... and drives fee based engagements jointly with internal partners as well as individually with external sources. Partners with relationship managers during the consultative process with clients and prospects... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Trust & Estate Paralegal The candidate will support attorneys in drafting trusts, wills, DPOA, AHCD, and client correspondence. Finalize estate planning binders for clients. Collect and verify asset information from client and assist client with funding assets in trust, including preparation of deeds, PCOR, completing account applications to transfer assets to trust accounts.... Maintain calendar; organize and manage workflow; maintain an electronic file of documents. Familiari... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Assistant The candidate will be assisting 2+ attorneys in all aspects of estate and elder law planning, including: Significant client communication from initial appointment setting and continuing throughout project. Communication skills require empathy to manage client experience. Must possess ability to provide information with courtesy while safeguarding confidentiality. Support attorneys in drafting trusts, wills, DPOA, AHCD, and client correspondence. Fin... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
- Estate Planning The candidate's responsibilities include: assisting 3 attorneys in all aspects of estate and elder law planning, including, but not limited to: Communicate effectively with clients including engaging phone skills, setting initial appointments and providing updates to clients throughout project. Communication skills require empathy to enhance client experience. Must possess ability to provide information with courtesy while safeguarding confidentia... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here